Financial Solutions Advisor I — Licensing & Client Advisory

Bank of America; Whittier (CA); On-site; USD 39,000 - 47,000; Full time

Job summary

Bank of America is hiring a Financial Solutions Advisor Stage I in California. You will start by obtaining SIE, Series 7 and Series 66 licenses and then deliver advice to clients, building relationships and guiding them through complex financial scenarios.

You will train at a financial center, advance to Stage II, and join Merrill after certification. The role emphasizes client care, cross-partner collaboration, and a path to growth within the bank’s ecosystem.

Qualifications

• Aptitude in obtaining required industry licenses.
• Must be self-disciplined in managing time and capacity.
• Experience in cultivating client relationships, accessing needs and recommending solutions.
• Success creating strong peer relationships through effective communication and collaboration.
• Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.
• Currently holds FINRA Securities Industry Essentials (SIE)
• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience

Responsibilities

• Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
• Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
• Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
• Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.

Skills

Client Experience

Branding

Client Solutions

Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer and Client Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is hiring a Financial Solutions Advisor Stage I in California. You will start by obtaining SIE, Series 7 and Series 66 licenses and then deliver advice to clients, building relationships and guiding them through complex financial scenarios.

You will train at a financial center, advance to Stage II, and join Merrill after certification. The role emphasizes client care, cross-partner collaboration, and a path to growth within the bank’s ecosystem.